Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGRIX (CALAMOS GROWTH FUND CLASS I) | 5.62% | 21.45% | 22.41% | 11.50% | 14.52% | 12.13% | 9.98% | … | … |
Data as of 06/05/2026, Common starting date is 09/01/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGRIX (CALAMOS GROWTH FUND CLASS I) | 09/01/2000 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.39 | 21.45 | 22.41 | 11.50 | 14.52 | 12.13 | 9.98 | … | … | 5.62 | 12.04 | 27.37 | 34.02 | -33.17 | 13.99 | 23.70 | 31.44 | -5.84 | 26.89 | -1.90 | 2.93 | 9.23 | 33.36 | 9.62 | -8.81 | 20.37 | 52.85 | -50.16 | 23.68 | 1.71 | 8.80 | 18.96 | 42.68 | -15.66 | -7.45 | -21.10 |
| Sharpe Ratio | NA | 1.10 | 0.99 | 0.42 | 0.59 | NA | NA | … | … | 0.56 | 0.38 | 1.19 | 1.90 | -1.11 | 0.65 | 0.60 | 2.35 | -0.38 | 3.20 | -0.15 | 0.18 | 0.59 | 2.49 | 0.61 | -0.31 | 1.13 | 1.74 | -1.15 | 1.07 | -0.09 | 0.44 | 1.02 | 2.13 | -0.75 | -0.49 | -1.58 |
| Standard Deviation(%) | NA | 17.04 | 19.39 | 21.86 | 21.72 | NA | NA | … | … | 19.86 | 24.35 | 17.45 | 15.77 | 31.16 | 21.34 | 38.75 | 12.80 | 18.72 | 8.23 | 14.10 | 15.74 | 15.58 | 13.40 | 15.91 | 28.23 | 17.98 | 30.33 | 44.46 | 19.43 | 17.78 | 14.92 | 17.73 | 19.71 | 22.30 | 20.11 | 35.49 |
| Draw Down(%) | NA | 15.87 | 23.79 | 37.26 | 37.26 | NA | NA | … | … | 15.06 | 23.79 | 12.46 | 10.97 | 35.45 | 15.08 | 35.74 | 6.61 | 22.29 | 3.57 | 14.06 | 12.25 | 10.10 | 6.60 | 13.98 | 25.24 | 13.62 | 22.10 | 59.38 | 11.33 | 18.93 | 12.00 | 15.08 | 9.59 | 23.57 | 26.21 | 27.35 |
| Yield(%) | 0.00 | 5.84 | 5.74 | 4.69 | 8.08 | 8.18 | 7.18 | … | … | 0.00 | 5.90 | 5.42 | 3.90 | 0.00 | 9.29 | 9.44 | 8.45 | 10.21 | 11.95 | 3.14 | 22.66 | 18.97 | 28.62 | 7.20 | 3.64 | 0.00 | 0.00 | 0.00 | 13.15 | 3.28 | 4.24 | 0.30 | 0.00 | 0.00 | 0.00 | 1.89 |
Data as of 06/05/2026, Common starting date is 09/01/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGRIX (CALAMOS GROWTH FUND CLASS I) |
-18.53%
Feb 2006 – Feb 2009 |
-7.02%
Feb 2004 – Feb 2009 |
2.95%
Oct 2000 – Oct 2010 |
5.47%
Oct 2000 – Oct 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGRIX (CALAMOS GROWTH FUND CLASS I) |
29.33%
Dec 2018 – Dec 2021 |
23.29%
Feb 2009 – Feb 2014 |
15.34%
Dec 2011 – Dec 2021 |
14.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart